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Advanced Energy
AEIS

Overview Fund Activity

257 hedge funds and large institutions have $3.23B invested in Advanced Energy in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 109 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
-20
Holders Change %
-7.22%
% of All Funds
4.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
81
Reduced
109
Closed
40
Calls
$6.01M
Puts
$5M
Net Calls
+$1.01M
Net Calls Change
-$13.2M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$134M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$24.3M
3
Capital International Investors
3
Capital International Investors
California
$68.5M
4
State Street
4
State Street
Massachusetts
$164M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$71.2M

Top Sellers

1
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$0
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$1.11M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$6.39M
4
RI
4
Redwood Investments
Massachusetts
$0
5
BlackRock
5
BlackRock
New York
$491M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
151
Quantbot Technologies
New York
$514K +$514K +5,861 New
First Eagle Investment Management
152
First Eagle Investment Management
New York
$503K +$456K +5,200 +974%
BBVA
153
Banco Bilbao Vizcaya Argentaria
Spain
$497K +$41.8K +476 +9%
CAN
154
Cetera Advisor Networks
California
$493K +$244K +2,784 +98%
BSG
155
Black Swift Group
Colorado
$483K +$483K +5,500 New
KeyBank National Association
156
KeyBank National Association
Ohio
$469K +$192K +2,190 +69%
FCH
157
Freestone Capital Holdings
Washington
$461K -$24.5K -280 -5%
Man Group
158
Man Group
United Kingdom
$461K -$9.39K -107 -2%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$461K +$13.7K +156 +3%
MOACM
160
Mutual of America Capital Management
New York
$449K -$30.2K -344 -6%
HSBC Holdings
161
HSBC Holdings
United Kingdom
$440K -$83.1K -935 -16%
PFC
162
Poplar Forest Capital
California
$419K – – –
RR
163
Robotti Robert
$415K – – –
YMRC
164
Yorktown Management & Research Company
Virginia
$404K +$404K +4,600 New
SO
165
STRS Ohio
Ohio
$403K – – –
Fuller & Thaler Asset Management
166
Fuller & Thaler Asset Management
California
$394K +$2.63K +30 +0.7%
LNB
167
Ledyard National Bank
$384K +$8.78K +100 +2%
OQS
168
Occudo Quantitative Strategies
Florida
$370K +$370K +4,214 New
EVM
169
Eaton Vance Management
Massachusetts
$369K -$73.2K -968 -17%
CIM
170
CIM Investment Management
Pennsylvania
$356K – – –
COI
171
Connable Office Inc
Michigan
$355K +$7.99K +91 +2%
IIC
172
Integrated Investment Consultants
Michigan
$348K +$3.69K +42 +1%
Janus Henderson Group
173
Janus Henderson Group
United Kingdom
$340K +$340K +3,866 New
Los Angeles Capital Management
174
Los Angeles Capital Management
California
$337K -$595K -6,780 -64%
EGM
175
Engineers Gate Manager
New York
$335K +$335K +3,817 New
5 6
7
8 9